Bruce Wood Capital, LLC

Bruce Wood Capital provides investment management to high-net-worth and accredited investors through separately managed accounts and a proprietary private pooled vehicle, and it offers outsourced Chief Investment Officer (OCIO) services to institutional clients such as foundations, endowments, pension plans, family offices, and other entities with fiduciary oversight. The firm also delivers regular market commentary and investment research as part of its client communications.

For its private fund, the firm employs a global macro framework that couples a long/short sleeve with an opportunistic, systematic directional sleeve, using quantitative, technical, and fundamental analysis and making use of derivatives, futures, and leverage within a risk-management framework. For individual and corporate accounts it constructs diversified model portfolios (including core, tax-aware, sustainable, and enhanced strategies) primarily using ETFs, mutual funds, individual equities, and bonds, with periodic rebalancing to align with client objectives.

What distinguishes the firm from many peers is that it sponsors and operates a private pooled fund and serves as an exempt commodity pool operator—roles that are uncommon among similarly sized supported advisers—and it discloses the use of performance-based compensation for the Fund, which can create side-by-side conflicts with other client accounts. The combination of private-fund management, pooled-vehicle oversight, and OCIO services, together with published market materials and performance disclosures, makes its service mix atypical for a small adviser.